Windsor Street Montessori School (EIN 461455566) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Phone

5734419767

Tax Period

2024-06-01 to 2025-05-31

Windsor Street Montessori School, founded in 2012, is a small nonprofit in the Education sector that reported $437K in total revenue in fiscal year 2024. Revenue surged 86% from the prior year, signaling strong growth momentum. Expenses of $395K left a modest 10% surplus.

Mission

TO PROVIDE CHILD CARE AND EDUCATIONAL SERVICES UTILIZING THE MONTESSORI SYSTEM

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $23,373

Program Service Revenue $412,838

Investment Income $730

Other Revenue $0

TOTAL REVENUE $436,941

Expense Breakdown

Grants Paid $0

Salaries & Benefits $252,099

Fundraising Expenses $0

Program Expenses $383,023

Other Expenses $142,817

TOTAL EXPENSES $394,916

Year-over-Year Comparison

	2024	2023	Change
Revenue	$436,941	$234,656	+0.9%
Expenses	$394,916	$295,550	+0.3%
Net Income	$42,025	$-60,894	-1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$24,000

Total Directors

$24,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gabriela Weir Vera	President	50.00	Officer Director	$24,000	$0	$24,000
Christina Holzhauser	Vice President	0.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$436,941	$394,916	$450,086	$42,025
2024	$234,656	$295,550	$404,057	$-60,894
2023	$290,304	$382,235	$449,470	$-91,931
2022	$557,113	$514,560	$552,896	$42,553
2021	$485,597	$464,187	$569,467	$21,410
2020	$389,080	$450,175	$510,053	$-61,095
2019	$421,735	$441,596	$510,427	$-19,861

Windsor Street Montessori School